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Beacon Investment Advisory Services’s Kinder Morgan KMI Stock Holding History

Beacon Investment Advisory Services’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Sell
9,452
-1,100
-10% -$35.5K 0.01% 220
2026
Q1 		$354K Sell
10,552
-674
-6% -$21.1K 0.01% 206
2025
Q4 		$309K Sell
11,226
-1,267
-10% -$34.2K 0.01% 209
2025
Q3 		$354K Buy
12,493
+445
+4% +$12.2K 0.01% 198
2025
Q2 		$354K Sell
12,048
-280
-2% -$7.68K 0.02% 200
2025
Q1 		$352K Sell
12,328
-5,383
-30% -$149K 0.02% 185
2024
Q4 		$485K Sell
17,711
-6,027
-25% -$157K 0.02% 171
2024
Q3 		$524K Sell
23,738
-2,360
-9% -$49.7K 0.02% 175
2024
Q2 		$519K Sell
26,098
-3,793
-13% -$72.3K 0.02% 170
2024
Q1 		$548K Sell
29,891
-3,374
-10% -$58.9K 0.02% 172
2023
Q4 		$587K Sell
33,265
-1,920
-5% -$32.7K 0.03% 170
2023
Q3 		$583K Sell
35,185
-309
-0.9% -$5.33K 0.03% 180
2023
Q2 		$611K Buy
35,494
+3,917
+12% +$66.5K 0.03% 181
2023
Q1 		$553K Buy
31,577
+2,300
+8% +$40.9K 0.03% 175
2022
Q4 		$529K Buy
29,277
+831
+3% +$14.9K 0.03% 184
2022
Q3 		$473K Buy
28,446
+97
+0.3% +$1.72K 0.03% 187
2022
Q2 		$475K Buy
28,349
+4,447
+19% +$83.3K 0.02% 197
2022
Q1 		$452K Buy
23,902
+6,540
+38% +$115K 0.02% 218
2021
Q4 		$275K Buy
17,362
+712
+4% +$11.8K 0.01% 264
2021
Q3 		$279K Sell
16,650
-103
-0.6% -$1.75K 0.01% 262
2021
Q2 		$305K Sell
16,753
-272
-2% -$4.85K 0.01% 261
2021
Q1 		$283K Buy
17,025
+598
+4% +$9.13K 0.01% 261
2020
Q4 		$225K Buy
16,427
+290
+2% +$3.88K 0.01% 256
2020
Q3 		$199K Buy
+16,137
New +$225K 0.01% 246

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Investment Advisory Services's KMI Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Kinder Morgan (KMI) stake by 10% in Q2 2026, selling an estimated $35.5K and leaving 9,452 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #220.

Beacon Investment Advisory Services first reported a position in KMI in Q3 2020 and has held it in 24 quarters since. The position peaked at $611K in Q2 2023. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Beacon Investment Advisory Services held 9,452 shares of Kinder Morgan worth $302K as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,100 Kinder Morgan shares in Q2 2026, an estimated $35.5K.
  • Kinder Morgan made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #220 holding.
  • Beacon Investment Advisory Services first reported a position in Kinder Morgan in Q3 2020 and has held it in 24 quarters since.
  • Beacon Investment Advisory Services's Kinder Morgan position peaked at $611K in Q2 2023.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.